LFA

Legend Financial Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$587K
3
+$202K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$140K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$107K

Top Sells

1
+$376K
2
+$126K
3
+$114K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$107K
5
VUG icon
Vanguard Growth ETF
VUG
+$90.4K

Sector Composition

1 Financials 3%
2 Technology 2.61%
3 Consumer Discretionary 2.48%
4 Energy 1.98%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.6K 0.01%
199
152
$6.47K 0.01%
91
-150
153
$6.45K 0.01%
65
154
$6.21K 0.01%
61
155
$5.92K 0.01%
38
156
$5.85K 0.01%
100
157
$5.83K 0.01%
180
158
$5.81K 0.01%
70
-180
159
$5.61K ﹤0.01%
80
-124
160
$4.87K ﹤0.01%
45
161
$4.75K ﹤0.01%
50
162
$4.51K ﹤0.01%
150
163
$4.51K ﹤0.01%
35
+5
164
$4.42K ﹤0.01%
250
165
$4.38K ﹤0.01%
236
166
$4.2K ﹤0.01%
96
167
$4.14K ﹤0.01%
82
168
$4.03K ﹤0.01%
38
169
$3.75K ﹤0.01%
15
170
$3.66K ﹤0.01%
200
171
$3.51K ﹤0.01%
83
172
$3.44K ﹤0.01%
100
173
$3.17K ﹤0.01%
96
174
$2.97K ﹤0.01%
59
175
$2.72K ﹤0.01%
128
5 6
7
8 9